CELEBRATING OVER 40 YEARS OF FINANCIAL MANAGEMENT

Sudden Life Changes

When significant life changes occur, even if the results are positive, your financial situation is almost always impacted in a material way. Many RS Crum clients have experienced these types of events, or have sought our counsel soon thereafter, with the understanding we can help walk them through some challenging situations such as those below:

Retirement

Loss of Spouse

Divorce

Sale of business

Inheritance

Insurance Settlement

Loss of Parent

Major Career Change

If you have recently experienced a major life transition such as a divorce, death of a spouse, or the sale of a business, it is likely you have experienced some frustration when it comes to making routine financial decisions. This isn’t due to a lack of intelligence or capability, but rather a result of the stress major changes can place on your body and cognitive abilities.

We have a proven process to reduce stress and improve decision making by helping you organize your to-do list, patiently walking you through decisions big and small, and taking the time necessary to make sure you truly understand all the moving parts. Our approach results in improved confidence, better decision-making, and having a trusted advocate to stand by your side each step of the way.

RS Crum has an affiliation with the Sudden Money Institute which allows us to enhance the depth and effectiveness of the services we can offer when our clients are facing major life changes. If you have recently gone through or are currently facing a significant transition event, we would welcome the opportunity to speak with you.

Complimentary Consultations

We offer a complimentary introductory meeting designed specifically to learn more about your situation, goals and objectives as well as to establish what we can do to help. All information provided and/or discussed in this meeting is held in strict confidence.

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